The next gen investment solution for your SMSF and HNW clients

Wealth Accelerator is a full-featured next gen investment wrap platform with options to suit the needs of your various clients.

Overview

Powerful reporting and an extensive range of investments

Managing client SMSFs and investment portfolios is time-consuming without the right tools. Wealth Accelerator gives you and your clients the ability to manage their SMSF and non-super investments, in a single online place, centralising and consolidating portfolio administration and reporting.

Portfolio management tools

You and your clients can buy and sell investments, monitor performance, manage all relevant paperwork and more. The comprehensive reporting suite makes client engagement and management a breeze.

Extensive range of investment options

Access a broad range of investment options, including managed funds, Managed Account models, term deposits, ASX listed securities, including ETFs and listed investment companies, and international securities.

Business efficiency

Better manage client investments and improve business efficiency with tools such as managed accounts and our SMART model portfolio and rebalancing technology.

Enhanced SMSF reporting

Wealth Accelerator provides consolidated reporting for SMSF trustees to help them meet regulatory, accounting and tax obligations. SMSF annual tax statements are specifically designed to meet SMSF tax requirements. Information can also be downloaded from and into many SMSF and accounting software packages.

Cost-effective

Our clear and simple pricing provides further savings when grouping family member accounts together or investing via our investor rewards menu. You will also have access to low-cost Australian and international trading and no switching fees on managed funds.

Online functionality for your clients

Give your clients browse only access to their holdings, performance charts, reports and statements. Provide anywhere, everywhere access to portfolio and reports via our mobile-optimised webApp.

Features

One platform, multiple options

Every client has different investment needs. Wealth Accelerator offers two options which will have you and your clients covered.

Cash

Wealth Accelerator Core
Wealth Accelerator Plus

Term deposits

Wealth Accelerator Core
Wealth Accelerator Plus

Netwealth Global Specialist Funds and GSS Managed Models^

Wealth Accelerator Core
Wealth Accelerator Plus

300+ managed funds

Wealth Accelerator Core
Wealth Accelerator Plus

ASX securities

Wealth Accelerator Core
Wealth Accelerator Plus

International securities

Wealth Accelerator Core
Wealth Accelerator Plus

Managed account models

Wealth Accelerator Core
Wealth Accelerator Plus

Margin lending

Wealth Accelerator Core
Wealth Accelerator Plus

Investment options in detail

^The GSS Managed Models are available in certain versions of the Netwealth Managed Account and may not be available to you. Refer to the PDS provided to you for the Netwealth Managed Account.

 

Wealth creation and protection

Expand all

Retail insurance cover

Wealth Accelerator Core
Wealth Accelerator Plus

Tax FIFO, LIFO and parcel selection

Wealth Accelerator Core
Wealth Accelerator Plus

Learn about our insurance solutions

 

Customer engagement

Expand all

Read only/Transact online access

Wealth Accelerator Core
Wealth Accelerator Plus

PC/Tablet/Mobile access

Wealth Accelerator Core
Wealth Accelerator Plus

Comprehensive reporting

Wealth Accelerator Core
Wealth Accelerator Plus

See all platform features

Resources

More information

Want more information on Wealth Accelerator? Our resources section has everything covered.

Wondering what to do next?

Speak with a BDM

Let one of our experienced BDMs pay you a visit to discuss how our platform can be configured to meet your business needs.

Contact a BDM

If you want a hands-on experience, we can organise a quick online demonstration of some of the key features of the platform and our service.

Schedule a demo

For those who prefer, email us, give us a call or even drop in.

Get in touch

Insights

 

Business strategy

In this podcast series Matt Heine chats to industry professionals on what opportunities and challenges they see for financial advisers.

Listen to podcasts

Business strategy

Bernie Ripoll outlines some of the challenges he sees facing the industry and urges financial planners to begin preparing for them now.

Read more

Adviser webinar

Learn simple yet powerful techniques to help you develop a marketing strategy and key messages to help differentiate your business.

Watch presentation

Adviser webinar 

New educational tools and technologies that help extend your advice offer beyond the individual client and to the whole family.

Watch presentation